Lead Management Tools
8 tools for capturing leads from calls, scoring them, and tracking your conversion pipeline.
frontdesk_create_lead
Create a new lead in the system. Leads are typically created automatically from incoming calls, but this tool allows manual creation from other sources.
POST
tools/frontdesk_create_lead| Parameter | Type | Description |
|---|---|---|
namerequired | string | Full name of the lead. |
phonerequired | string | Phone number. |
email | string | Email address. |
sourcerequired | string | Lead source: call, website, referral, walk_in, social. |
service_interest | string | Service the lead is interested in. |
notes | string | Additional context about the lead. |
assigned_to | string | Staff member to assign the lead to. |
Exampletypescript
const result = await mcp.callTool("frontdesk_create_lead", {
name: "Alex Thompson",
phone: "+1-555-0789",
email: "alex@example.com",
source: "call",
service_interest: "dental_cleaning",
notes: "New patient, referred by John Smith"
});Response
200 OK
{
"id": "lead_abc123",
"name": "Alex Thompson",
"phone": "+1-555-0789",
"email": "alex@example.com",
"source": "call",
"status": "new",
"score": null,
"service_interest": "dental_cleaning",
"assigned_to": null,
"created_at": "2025-01-15T11:00:00Z"
}frontdesk_score_lead
Run AI-powered lead scoring on a lead. Analyzes call transcripts, engagement history, and service interest to assign a score from 0-100 with a breakdown of scoring factors.
POST
tools/frontdesk_score_lead| Parameter | Type | Description |
|---|---|---|
lead_idrequired | string | The lead to score. |
include_factors | boolean | Include detailed scoring factor breakdown.Default: true |
Response
200 OK
{
"lead_id": "lead_abc123",
"score": 82,
"grade": "A",
"factors": {
"engagement": { "score": 90, "reason": "Called twice, opened confirmation email" },
"service_fit": { "score": 85, "reason": "Service offered, availability matches" },
"urgency": { "score": 75, "reason": "Mentioned wanting appointment this month" },
"budget_signals": { "score": 78, "reason": "Has insurance, asked about coverage" }
},
"recommendation": "High-priority lead. Follow up within 24 hours."
}frontdesk_list_leads
List and filter leads by status, source, score, or assignment.
POST
tools/frontdesk_list_leads| Parameter | Type | Description |
|---|---|---|
status | string | Filter: new, contacted, qualified, converted, lost.Default: all |
source | string | Filter by lead source. |
min_score | number | Minimum lead score filter. |
assigned_to | string | Filter by assigned staff member. |
sort | string | Sort by: newest, score, last_activity.Default: newest |
limit | number | Max results.Default: 20 |
frontdesk_update_lead
Update a lead's information, status, or assignment. Use this to move leads through your pipeline stages.
POST
tools/frontdesk_update_lead| Parameter | Type | Description |
|---|---|---|
lead_idrequired | string | The lead to update. |
status | string | New status for the lead. |
assigned_to | string | Reassign to a different staff member. |
notes | string | Append notes to the lead. |
tags | string[] | Tags to add to the lead. |
Automatic Lead Capture
When the FrontDeskOS AI receptionist handles a call from a new number, it automatically creates a lead with information extracted from the conversation. You can customize which fields are captured in the workspace configuration.